|
No. |
Counters |
No. of |
Market |
Total |
Allocation |
Category |
|
1. |
Manulife Reit |
100,000 |
US$0.74 |
98,300.00 |
26.0% |
Dividend |
|
2. |
Alibaba |
300 |
US$211 |
84,200.00 |
23.0% |
Growth |
|
3. |
Lendlease Reit |
85,000 |
S$0.74 |
62,900.00 |
17.0% |
Dividend |
|
4. |
JD |
300 |
US$72.7 |
29,000.00 |
8.0% |
Growth |
|
5. |
Ping An |
1000 |
HK$81.3 |
14,200.00 |
4.0% |
Growth |
|
6. |
AMD |
100 |
US$77.1 |
10,000.00 |
3.0% |
Growth |
|
7. |
ISHARESHSTECH |
1,300 |
HK$16.77 |
3,700.00 |
1.0% |
Growth |
|
8. |
Ho Bee Land |
300 |
S$2.40 |
720.00 |
1.0% |
Leftover |
|
9. |
Options |
– |
– |
70,000.00 |
19.0% |
Options Premium |
|
|
|
|
|
|
|
|
|
Total |
|
|
|
373,020.00 |
100% |
100% |
What a month we have so far in May!
The old saying of “Sell in May and Go Away” certainly doesn’t disappoint this year – not only does this affected the stock market but also the crypto market and it certainly resets some of the expectations the market have towards these assets.
In the local Singapore market context, unfortunately our cases are also rising and we are back to the scenario where we almost had circuit breaker last year so it does feel a little like dejavu that we are back to square one amidst the past one year of restrictions.
Not much panic yet in the market as buying the dip continues to dominate despite the fear of inflation rising faster than expected which would mean a tightening in the monetary policy.
Using this opportunity, I have also made a couple of rotation by allocating more into the US and HK market.
Portfolio Updates
I was fortunate in the sense that the tech market correction came in slightly earlier than the heightened alert period announcement which I already have some plans to do some rotation – this means I managed to divest my position in STARHILL REIT at a slightly better valuation ahead of the announcement. But you can see that it affected my other position such as Lendlease REIT which I have continued to hold and it has fallen quite a bit from the recent peak since the announcement was made.
I used this month’s opportunity in the market to take an initiation position at Ping An at HKD 81.3 and JD (options at strike price $70 which I was assigned at expiry).
I also accumulated slightly more shares into iShares HSI Tech as the entire HK tech sector is still undergoing correction at the moment which I think makes a good compelling reason to load more at this stage.
The rest of the funds are moved mostly into options play, and this month I managed to get the majority of the options to expire with exception to JD which I have gladly taken assignment at.
P.S: I don’t published my option positions here but do occasionally give hints on my Facebook and Instagram page so do remember to subscribe and follow.
Networth Updates
After what it seemed to be a smooth transition year, the portfolio finally takes a little breather in line with the overall market as certain assets and sectors take a hit.
The equity portfolio for this month falls slightly to $373,020 from the previous month high but I think there’s really some nice set-up here which I am personally very optimistic about. We’ll have to see if this pans out positively over the course of the next few months.
Meanwhile, do check out some of the past few affiliate articles partners I’ve worked with over the past month if you missed them. These partners offer products which I thought might be a good fit for some of us:
We are back to the heightened alert period, so stay home as much as you can, and stay safe.
uncle168,
the ratio of those kenna covid 300:78 is the same as the ratio of the population vaccinated
this means 100% of those vaccinated also kenna covid
so vaccination is useless and cost taxpayer $1,000,000,000.00
knn
uncle168,
the problem with mrna is when it breaks down the body use the material to build new cells
nobody know the ingredient used to make the mrna and the fda list only state the common ingredient used by vaccines
this is worrying as the secret ingredient may stay in the body while the common ones leave via the liver
i worry 10 years down the road what if the secret ingredient cause blood cancer
like trans fat the synthetic ingredient cannot be recognised by the liver so it accumulates in the body after many booster shots
my advice is not to take the vaccine, avoid going out unless for essential activities, 2 month later then go out
wearing mask and social distancing is useless just avoid crowded places
this lockdown cycle will become an annual event as last year we lockdown around the same time
travel will never be possible in our lifetime
in 10 years time we will know the long term side effect of the vaccine
history will proof taking the vaccine is worst than getting infected by b1617
a vaccine that is made in 2 days and approve less than a year cannot be safe
keekeekee
“Not much panic yet in the market as buying the dip continues to dominate despite the fear of inflation rising faster than expected which would mean a tightening in the monetary policy.”
Agreed, and the selloff in tech / growth oriented names does appear to be a good opportunity to add on tactical positions. Ping An appears to be a good buy at this level as well – a very unique set of businesses capturing the best of both old and new economy.
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uncle168,
i estimate 1m already kenna b1617 with no or mild symptoms as food delivery all kenna an now only 2 icu
the 1 week lockdown worked like last uear but the problem is once we loosen the number of cases sure go up
the mid lockdown review likely to continue the full one month then loosen some like 2 per table dine in and 50% wfh
this is likely to until india and malaysia reach herd immunity in august then can go back phase 3
but in august case in the west will rise again as they loosen and the virus mutant again and next year we back to square one lockdown
it is going to be like this forever
haiz
uncle168,
the b1617 likely entered singapore via a new citizen or pr from india via nepal
the gov don't want any more imported case to start another round of lockdown
this os a good move to stop importing covid so we can restart our domestic economy
the pap realise travel Will never be possible in our lifetime might as well develop the growing industry like logistics, ecommerce and biotech
the strategy now is no longer vaccination as it doesn't seem to work
the strategy now is stop importing covid, keep community case at single digit, keep phase 3 permanent
the gov knows this pandemic will never end so like china keep the door close and depend on domestic economy
soon they will put all sia pilots on no pay leave and sell all the planes and concentrate on cargo
once covid free thwy can ramp up construction to recoup the $100b via state land sale and property tax and stamp duties
keekeekee
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